FINANCIAL ADVISORY CORP /UT/ /ADV
Q1 2021 13F Holdings
- Locationmesa, AZ
- Num holdings
51
- Value ($000)
$115,714
- Date Filed04/08/2021
- Form type13F-HR
- CIK0001059057
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2021 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $11.61M | 10 % | 78,917 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.55M | 9 % | 33,069 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $8.85M | 8 % | 81,584 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $8.32M | 7 % | 64,128 | ||
MINT PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | $8.32M | 7 % | 81,649 | ||
IEMG ISHARES INC | CORE MSCI EMKT | 46434G103 | $6.89M | 6 % | 107,012 | ||
VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | $5.78M | 5 % | 42,854 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $5.41M | 5 % | 71,350 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $5.10M | 4 % | 69,921 | ||
DVA DAVITA INC | COM | 23918K108 | $4.67M | 4 % | 43,283 |
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